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Copperline Wealth Management & Planning

Copperline Wealth Management & Planning. CRD 335796

Copperline Wealth Management & Planning logo

CRD: 335796

Copperline Wealth Management & Planning

Cody, WY, 82414
3075861880
www.copperlinewealth.com
$126.6M Total AUM
$126.6M Disc. AUM
-- 3Y CAGR
3 Employees
440 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
Delta radialFusion +more
Established Date
06-13-2025
Office Locations
1

Office Locations

1517 Rumsey Avenue Cody WY

About Copperline Wealth Management & Planning

Copperline Wealth Management & Planning is a Cody, WY-based wealth planning and asset management firm led by CFP professionals Sara Schauermann and Luke McNeely. The team builds customized plans for retirement, education funding, employer plans (401(k)), inheritance/legacy and broader financial planning. Investment implementation is provided through its RIA, with securities offered through LPL Financial, and clients can use a dedicated planning portal.

Team overview

-- AVG AGE
$63.3M AVG AUM / ADVISOR
$287.6K AVG AUM / CLIENT
1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Zenith beacon Quantum

Client Personas

Insight

CRM

Vital ridge

Custodian

Bridge timber Prime Momentum

Investment Themes

Prime Meridian beacon Matrix frontier Signal zenith

Investment Vehicles

Eagle signal Glacier beacon

Platform

Capital focus

Services

Quantum north Oak vital Prime eagle Quantum bridge Radial unison Legacy insight Insight Summit delta Zenith Capital

Technology

Value glacier Unison legacy Bridge wave

Owner & Executives

LUCAS MCNEELY

LUCAS MCNEELY

Financial Advisor, General Partner, Investment Adviser Representative, PARTNER

CRD
#6590316
Ownership
Less than 5%
(936) 706-5101
vital.wave@eaglecapital.com
in linkedin.com/in/pioneer-vital
S

SARA MARIE SCHAUERMANN

Investment Adviser Representative, PARTNER, Registered Representative

CRD
#6170972
Ownership
Less than 5%
(702) 417-6088
value.radial@quantumcapital.com
in linkedin.com/in/optima-peak
B

Beacon ridge

Alpha signal beacon

CRD
#79053
Ownership
32.6%
(942) 476-9271
north.glacier@signalcapital.com
in linkedin.com/in/capital-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-15-2025
03-29-2026
Category Assets AVG. Account size
Discretionary $126,553,954 $172,182
Non-Discretionary $0 --
Total $126,553,954 $172,182

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Separately Managed Accounts

Total SMA Asset: $126,553,954

$126.6M Total SMA
Public Funds:
27.5%
Equity - Exchange:
9.9%
U.S. Government/Agency:
25.2%
Cash:
28.6%
Corporate - Investment Grade:
8.8%
Asset class Assets Assets %
Public Funds $2,022,099,687 27.5%
Equity - Exchange $727,955,887 9.9%
U.S. Government/Agency $1,852,978,622 25.2%
Cash $2,102,983,674 28.6%
Corporate - Investment Grade $647,071,900 8.8%
Total $7,353,089,770 100.0%

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